BGSB&G Foods, Inc.
Food And Kindred Products
- Revenue
- $1.8B
- 5.4% YoY
- Operating margin
- 5.3%
- 158% YoY
- EBITDA
- $163M
- 250% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 11.8×
- $1.9B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear—Cash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear94% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear16% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2026 | YoY |
|---|---|---|---|---|---|
| Revenue | $2.2B | $2.1B | $1.9B | $1.8B | 5.4% |
| Operating income | $99M | $80M | −$177M | $97M | 155% |
| Net income | −$11M | −$66M | −$251M | −$43M | 83% |
| Operating cash flow | $6M | $248M | $131M | $101M | 23% |
| Capex | $22M | $26M | $27M | $31M | 12% |
| Stock-based comp | $4M | $7M | $9M | $13M | 54% |
| Dividends | $133M | $56M | $60M | $61M | 0.9% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $18K · 1
- Open-market sells, 12 mo
- $61K · 1
- Net
- −$43K
Pay vs performance
No pay-versus-performance disclosure yet.